Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss his views on the current financial environment and potential areas of opportunity.

In this interview, Bob discusses the portfolio’s position despite recent market volatility, reiterating why Claremont Global don’t invest in banks and are driven by valuations. He then highlights potential opportunities, including why they currently like Alphabet Inc., Visa and Nike which was Bob's 2022 Conference stock pick.

Watch the video on ausbiz here (note, you'll need to create a free account).

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